Sebastian
Merida

Citigroup Global Markets Inc

CRD#7710469
Investment Advisor
in Miami, FL

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About this Advisor

Sebastian Merida is a financial advisor based in Miami, Florida, working with Citigroup Global Markets Inc. Sebastian has previously held a position at Citigroup. Sebastian has passed the Series 66 regulatory exam and is registered to provide services in Florida and New York. Currently, Sebastian is part of Citigroup Global Markets Inc, which operates out of Miami, Florida. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Private Bank 201 S. Biscayne Blvd, Fl 31 Ste 3100 and Fl 33 Ste 3
Miami, FL 33131

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

FL Average: $7,464,549,021
Total Number of Employees

7,830

FL Average: 88
Total Number of Accounts

53,880

FL Average: 3,892
Average Account Size

$751,976

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Sebastian Merida Work History

2013 - Present (11 years)

Citigroup

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sebastian Merida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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